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Visa
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Overview Fund Activity

3,493 hedge funds and large institutions have $350B invested in Visa in 2023 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,501 increasing their positions, 1,406 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,493
Holders Change
+28
Holders Change %
+0.81%
% of All Funds
55.69%
Holding in Top 10
500
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-3.66%
% of All Funds
7.97%
New
157
Increased
1,501
Reduced
1,406
Closed
96
Calls
$4.33B
Puts
$3.17B
Net Calls
+$1.16B
Net Calls Change
-$141M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$525M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$519M
3
Capital International Investors
Capital International Investors
California
+$435M
4
DZ Bank
DZ Bank
Germany
+$386M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$358M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$632M
2
State Street
State Street
Massachusetts
-$612M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$502M
4
BlackRock
BlackRock
New York
-$463M
5
Invesco
Invesco
Georgia
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1326
Sawyer & Company
Massachusetts
$5.31M -$58.9K -256 -1%
TCM
1327
Twin Capital Management
Pennsylvania
$5.3M -$1.34M -5,822 -20%
FC
1328
FORA Capital
Florida
$5.3M +$5.3M +23,059 New
IAM
1329
Innovis Asset Management
Illinois
$5.3M -$4.14K -18 -0.1%
FMAEN1
1330
Fund Management at Engine No 1
California
$5.29M +$440K +1,912 +9%
AC
1331
Asio Capital
Kentucky
$5.28M -$23.7K -103 -0.4%
PCM
1332
Poehling Capital Management
Wisconsin
$5.27M +$48.8K +212 +0.9%
MMM
1333
Mendel Money Management
Illinois
$5.26M +$58.4K +254 +1%
FNB
1334
Farmers National Bank
Kentucky
$5.26M +$336K +1,462 +7%
SVWAG
1335
Sound View Wealth Advisors Group
Georgia
$5.25M +$652K +2,834 +14%
PA
1336
Profund Advisors
Maryland
$5.24M -$258K -1,122 -5%
MWM
1337
Meridian Wealth Management
Kentucky
$5.22M -$731K -3,176 -12%
FSA
1338
Fort Sheridan Advisors
Illinois
$5.22M +$532K +2,314 +11%
SFA
1339
Souders Financial Advisors
Ohio
$5.21M -$123K -534 -2%
LCM
1340
Legato Capital Management
California
$5.19M +$46.9K +204 +0.9%
TI
1341
Trexquant Investment
Connecticut
$5.19M +$5.19M +22,543 New
EAM
1342
Eagle Asset Management
Florida
$5.18M -$43K -187 -0.8%
EFS
1343
Essex Financial Services
Connecticut
$5.17M -$192K -834 -4%
RCM
1344
RB Capital Management
Nevada
$5.16M +$124K +537 +2%
AT
1345
American Trust
Kentucky
$5.16M -$722K -3,137 -12%
DI
1346
DAGCO Inc
Ohio
$5.15M +$4.54M +63,697 +750%
PWM
1347
Purus Wealth Management
California
$5.14M -$2.07K -9 -0%
BDA
1348
Borer Denton & Associates
Pennsylvania
$5.13M +$3.68K +16 +0.1%
PIA
1349
Petredis Investment Advisors
Pennsylvania
$5.11M +$21.9K +95 +0.4%
DWM
1350
Dorchester Wealth Management
Quebec, Canada
$5.11M +$62.1K +270 +1%
52 53
54
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